PRM for fintech companies

    PRM FOR FINTECH COMPANIES AND EMBEDDED FINANCE PARTNERS.

    Fintech partners are regulated distribution, not just referrers. ISOs and agent banks board sub-merchants under your BIN. PayFacs split interchange with sub-accounts. Accounting-firm channels register clients into a BaaS platform and expect residuals on interchange or a per-transaction bounty. Every one of those relationships needs a KYB record, a rev-share schedule and a settlement trail. Channelo runs it in a system built for that scrutiny.

    See Pricing

    A fintech PRM has to track KYB and re-KYB status on boarding partners, revenue share on interchange settlement, referral bounties versus per-transaction residuals, and chargeback exposure attributed back to the boarding party. Channelo keeps those obligations executable rather than trapped in email.

    FINTECH PARTNER PROGRAMS FAIL AUDITS LONG BEFORE THEY FAIL COMMERCIALLY.

    Your ISO boarded a sub-merchant six months ago and nobody re-ran KYB. Your accountant channel pushed forty clients into the platform on a verbal rev-share. A chargeback dispute lands and finance cannot tell who is on the hook, because the referral partner, the boarding partner and the servicing partner are three separate entities on three separate agreements. When the auditor asks for the trail, there is not one.

    • ISO and agent-bank boarding without a shared KYB and PCI evidence record
    • Revenue share on interchange calculated outside settlement, reconciled quarterly at best
    • Referral bounties, per-transaction fees and residuals mixed on the same partner with no policy separation
    • Chargeback and dispute exposure not attributed back to the boarding partner
    • BaaS platform-partner obligations captured in email threads instead of executed agreements

    ONE PRM FOR EVERY FINTECH PARTNER MOTION.

    Channelo unifies referral partners, ISVs, embedded finance partners and resellers on one platform. Tier Templates encode each motion. Deal Registration creates an audit-ready trail. Courses certify partners on product and compliance. MDF supports co-marketed demand. Analytics roll up partner-sourced pipeline cleanly.

    • Partner records for referral, ISV, embedded and reseller partners
    • Tier Templates for referral commission, embedded revenue share and resale models
    • Deal and lead Registration with conflict detection and audit trail
    • Courses and Learning Paths for product, sales and compliance certification
    • MDF Requests, Claims and Budgets for joint demand programs
    • Partner Performance and Deal Flow analytics across every motion

    WHO IT IS FOR.

    Fintech companies running indirect or partner-led go to market at any stage of program maturity; from a first referral program to a global embedded finance and reseller ecosystem.

    • Payments, banking and lending fintechs with referral and reseller partners
    • Embedded finance and BaaS vendors with ISV and platform partners
    • Accounting, payroll and finance ops vendors with consultant and accountant channels

    EXPLORE RELATED CAPABILITIES

    FAQ

    QUESTIONS, ANSWERED.

    What does a PRM for fintech companies need?

    Support for referral, embedded and reseller motions, deal and lead registration with audit trail, certification, MDF and partner-sourced pipeline analytics.

    Can Channelo track referral commissions and embedded revenue share?

    Yes. Tier Templates encode each economic model and Deal Registration creates the audit trail finance and compliance need to reconcile payouts.

    Is Channelo suitable for embedded finance partners?

    Yes. Channelo supports ISV and platform partners alongside referrers and resellers, so a fintech can run every partner motion on one platform.

    Can a fintech start small with Channelo?

    Yes. Channelo can be set up in under a day so a first referral program can launch quickly and scale.

    ENTERPRISE-GRADE CHANNEL TOOLS.
    ACCESSIBLE PRICE.

    See how Channelo runs your entire partner program on one platform, without per-seat pricing and without months of rollout.